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Category: 

Invoices

How to Add-Edit-Delete Legal Entities

In this tutorial, you will learn how to Add/Edit/Delete Legal Entities in the Invoices Module.


1. Go to the Invoices Module.


2. Click on the Legal Entities Tab.


3. Here you can see the list of the legal entities with the Name, VAT number, Address, City and Country.


Add: (0:22)


To add a new legal entity,


1. Click on the plus sign on the bottom right-hand corner of the screen.


2. Once the window opens up, you will be able to add the Name, VAT/Tax Number, and Address.


3. Don’t forget to save!


Edit: (0:39)


To edit an already existing legal entity,


1. Click on the three dots next to the legal entity that you want to edit.


2. Select Edit.


3. The window will open up and you would be able to change the Name, VAT/Tax Number and Address.


4. Don’t forget to save!


Delete: (0:58)


To delete an already existing legal entity,


1. Click on the three dots next to the legal entity that you want to delete.


2. Select Delete.


3. A pop up window will open saying “Attention, you are about to delete this legal entity. Are you sure?” Click yes to accept and no to cancel.


To learn more about the Invoices Module, please watch the corresponding tutorials.

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